Listed doesn’t mean funded. We close that gap.

A capital markets investment company. Private equity for growth stage unlisted companies, and IPO and follow-on primary capital (rights issues, preferential allotments) for listed companies.

How We Invest

Unlisted- Private Equity (₹20 to 200Cr revenue framework)

Most companies we meet are running an income and survival model. Capital decisions made when cash is tight. Structured around keeping the business running, not building it as an asset. Our investment is built to shift that, from survival to wealth and value creation.

Capital: Principal private equity investment. Our capital, directly into your company.

Structure: Real downside protection built into the position. Asset backed preference, phased disbursement tied to performance milestones.

Regulatory and Governance Discipline: Companies Act compliance, financial reporting rigor, board and decision making structure. The institutional habits that turn a founder run operation into a structured enterprise.

Value and Wealth Creation: The capital blueprint starts here, positioning the company for a future raise or listing as part of the thesis from day one. Not an afterthought, and not just a fundraise. A shift in how the business itself is built.

How it works: Evaluation. Term Sheet. Diligence. Definitive Agreements. Structured Deployment.

Listed- IPO & Preferential Allotments/Rights Issues

Capital: Principal investment through IPO participation and preferential allotments and rights issues in listed companies.

Structure: The framework governing how a primary issuance is priced and allotted, SEBI pricing norms, rights entitlement structuring, lock-in periods, and allotment tranching. Every rupee is fresh capital directly into the company.

Regulatory and Governance Discipline: Ongoing listed company fluency, SEBI and BSE compliance calendars, governance and disclosure discipline, shaping when and how a position is taken.

Value Creation: Our core thesis in this space. Many listed companies raised once at IPO and stopped there, still running like a private company while sitting inside the capital markets. We advise on an operational life cycle and capital blueprint, a systematic, ongoing fundraise calendar for the company and its promoters, so being listed becomes an advantage you keep using.

Proof point: A substantial, concentrated body of primary market transaction experience in listed companies, built on value over volume. We measure ourselves by the quality of the positions we hold, not the number of deals we close in a year.

How We Invest

Unlisted-Private Equity (₹20 to 200 Cr revenue framework)

Most companies we meet are running an income and survival model. Capital decisions made when cash is tight. Structured around keeping the business running, not building it as an asset. Our investment is built to shift that, from survival to wealth and value creation.

Capital: Principal private equity investment. Our capital, directly into your company.

Structure: Real downside protection built into the position. Asset backed preference, phased disbursement tied to performance milestones.

Regulatory and Governance Discipline: Companies Act compliance, financial reporting rigor, board and decision making structure. The institutional habits that turn a founder run operation into a structured enterprise.

Value and Wealth Creation: The capital blueprint starts here, positioning the company for a future raise or listing as part of the thesis from day one. Not an afterthought, and not just a fundraise. A shift in how the business itself is built.

How it works: Evaluation. Term Sheet. Diligence. Definitive Agreements. Structured Deployment.

Listed-IPO & Preferential Allotments/Rights Issues

Capital: Principal investment through IPO participation and preferential allotments and rights issues in listed companies.

Structure: The framework governing how a primary issuance is priced and allotted, SEBI pricing norms, rights entitlement structuring, lock-in periods, and allotment tranching. Every rupee is fresh capital directly into the company.

Regulatory and Governance Discipline: Ongoing listed company fluency, SEBI and BSE compliance calendars, governance and disclosure discipline, shaping when and how a position is taken.

Value Creation: Our core thesis in this space. Many listed companies raised once at IPO and stopped there, still running like a private company while sitting inside the capital markets. We bring a capital blueprint, a systematic, ongoing fundraise calendar for the company and its promoters, so being listed becomes an advantage you keep using.

Proof point: A substantial, concentrated body of primary market transaction experience in listed companies, built on value over volume. We measure ourselves by the quality of the positions we hold, not the number of deals we close in a year.

Oakwood Circle

The Oakwood Circle is a platform for the people already working alongside promoters, merchant bankers, auditors, company secretaries, debt specialists, and anyone else with the attitude, integrity, and promoter access this ecosystem runs on. Not a referral list. An alignment of partners who add real value to the companies we invest in.

Promoter Access

Built on relationships Circle members already have with promoters and business leaders.

Value Creation

Connecting the right expertise to the right capital, at the right moment in a company’s journey.

Strategic Network

Merchant bankers, auditors, company secretaries, and debt specialists, aligned around one standard.

Trusted Circle

Membership earned through attitude, integrity, and access, not a title.

Who We Are

Oakwood was built by people who have sat on the promoter’s side of the table, not just the investor’s. That shapes how we structure, and what we protect.